FIRST TR EXCHNG TRADED FD VI (DJUL)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
111
Reporting holders
$163.1M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $13.7M | 273,960 | 0.00% | 18q | +26.3%+$2.9M |
| RAYMOND JAMES FINANCIAL INC | $11.9M | 237,543 | 0.00% | 7q | -1.3%-$161.9K |
| Bluespring Wealth Management, LLC | $10.2M | 203,612 | 0.20% | new | NEW |
| Decker Wealth Management LLC | $8.2M | 163,972 | 1.75% | 3q | -19.4%-$2.0M |
| Commonwealth Financial Services, LLC | $7.3M | 144,633 | 0.97% | 12q | -3.9%-$293.3K |
| Ignite Planners, LLC | $7.1M | 141,107 | 0.97% | 15q | -1.1%-$75.4K |
| OSAIC HOLDINGS, INC. | $6.7M | 134,564 | 0.01% | 24q | -8.5%-$629.7K |
| TRUIST FINANCIAL CORP | $6.7M | 133,976 | 0.01% | 15q | -4.6%-$325.0K |
| WINNACLE WEALTH LLC | $5.2M | 104,449 | 3.56% | 4q | -3.3%-$176.4K |
| Ritter Daniher Financial Advisory LLC / DE | $5.1M | 101,806 | 0.78% | 4q | -7.0%-$385.7K |
| REAP Financial Group, LLC | $4.8M | 96,489 | 0.83% | 11q | -10.0%-$537.6K |
| LPL Financial LLC | $4.5M | 89,771 | 0.00% | 13q | +21.9%+$807.9K |
| Foguth Wealth Management, LLC. | $4.3M | 86,157 | 0.49% | 6q | -24.3%-$1.4M |
| Cetera Investment Advisers | $4.2M | 84,669 | 0.00% | 21q | -10.2%-$482.3K |
| Kestra Advisory Services, LLC | $4.1M | 82,023 | 0.01% | 12q | -34.5%-$2.2M |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 77,473 | 0.20% | 8q | -43.7%-$3.0M |
| LifeWealth Investments, LLC | $3.7M | 73,130 | 0.98% | 7q | -0.5%-$19.4K |
| Comprehensive Financial Consultants Institutional, Inc. | $2.9M | 58,637 | 0.78% | 4q | -1.2%-$35.8K |
| Nova Wealth Management, Inc. | $2.7M | 52,997 | 1.47% | 7q | -6.0%-$170.0K |
| Ameritas Advisory Services, LLC | $1.9M | 37,261 | 0.04% | 19q | +149.8%+$1.1M |
| HARBOUR INVESTMENTS, INC. | $1.9M | 36,996 | 0.02% | 19q | +3.4%+$60.9K |
| SMART Wealth LLC | $1.8M | 36,052 | 0.39% | 15q | +19.6%+$296.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 34,770 | 0.00% | 24q | -3.2%-$58.3K |
| Spire Wealth Management | $1.5M | 29,040 | 0.04% | 12q | -21.4%-$397.4K |
| Kovack Advisors, Inc. | $1.4M | 27,620 | 0.07% | 4q | +1.6%+$22.4K |
| Mission Financial Group, LLC | $1.3M | 25,680 | 1.07% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 24,706 | 0.00% | 2q | +11.4%+$126.8K |
| MML INVESTORS SERVICES, LLC | $1.2M | 23,397 | 0.00% | 12q | +18.1%+$179.8K |
| Hartford Financial Management Inc. | $1.2M | 23,332 | 0.26% | 5q | -2.1%-$25.5K |
| Rockefeller Capital Management L.P. | $1.2M | 22,952 | 0.00% | 12q | +1.9%+$21.5K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.1M | 22,576 | 0.06% | 3q | HELD |
| Ferguson Shapiro LLC | $1.0M | 20,741 | 0.30% | 8q | -14.1%-$170.6K |
| Falcon Wealth Planning | $1.0M | 20,373 | 0.06% | 4q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $979.9K | 19,541 | 0.02% | 4q | HELD |
| Gaddis Premier Wealth Advisors LLC | $886.8K | 17,684 | 0.54% | 3q | -4.7%-$44.1K |
| HighTower Advisors, LLC | $880.1K | 17,552 | 0.00% | 15q | HELD |
| JPMORGAN CHASE & CO | $866.5K | 17,304 | 0.00% | new | NEW |
| Claro Advisors Inc. | $862.8K | 17,207 | 0.09% | 15q | -4.8%-$43.9K |
| IFP Advisors, Inc | $858.3K | 17,116 | 0.02% | 20q | -2.1%-$18.4K |
| CreativeOne Wealth, LLC | $831.5K | 16,581 | 0.02% | 8q | -4.2%-$36.1K |
| Pinnacle Wealth Planning Services, Inc. | $809.7K | 16,147 | 0.08% | 12q | -13.4%-$124.8K |
| Integrity Financial Corp /WA | $809.5K | 16,143 | 0.39% | 19q | HELD |
| &PARTNERS | $769.8K | 15,351 | 0.00% | 3q | HELD |
| StoneX Group Inc. | $746.2K | 14,887 | 0.03% | 12q | -7.0%-$55.8K |
| Tanglewood Legacy Advisors, LLC | $654.3K | 13,048 | 0.21% | 15q | HELD |
| NewEdge Advisors, LLC | $618.8K | 12,341 | 0.00% | 15q | -1.9%-$11.8K |
| RFG Advisory, LLC | $613.9K | 12,243 | 0.01% | 5q | +8.7%+$48.9K |
| Mutual Advisors, LLC | $589.2K | 11,750 | 0.01% | 12q | -3.4%-$20.7K |
| Buck Wealth Strategies, LLC | $577.4K | 11,515 | 0.06% | 6q | -7.5%-$47.1K |
| Smart Money Group LLC | $539.2K | 10,753 | 0.14% | 11q | HELD |
| Farther Finance Advisors, LLC | $523.4K | 10,439 | 0.00% | 6q | +47.2%+$167.8K |
| EVOLUTION WEALTH MANAGEMENT INC. | $520.4K | 10,377 | 0.31% | 5q | -2.1%-$11.3K |
| Arkadios Wealth Advisors | $516.5K | 10,300 | 0.01% | 7q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $505.1K | 10,039 | 0.00% | 7q | HELD |
| Integrated Wealth Concepts LLC | $475.0K | 9,473 | 0.00% | 5q | HELD |
| UPTICK PARTNERS, LLC | $452.3K | 9,019 | 0.07% | 7q | -5.8%-$28.1K |
| Mariner, LLC | $447.4K | 8,923 | 0.00% | 12q | -23.1%-$134.1K |
| STEPHENS INC /AR/ | $430.5K | 8,585 | 0.00% | 12q | HELD |
| Bison Wealth, LLC | $391.8K | 7,800 | 0.04% | 3q | HELD |
| Prosperity Consulting Group, LLC | $380.9K | 7,595 | 0.01% | 12q | HELD |
| Capital Investment Advisory Services, LLC | $371.2K | 7,403 | 0.02% | 4q | -13.1%-$56.2K |
| First Heartland Consultants, Inc. | $348.7K | 6,953 | 0.02% | 11q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $337.8K | 6,736 | 0.02% | 2q | HELD |
| Clear Creek Financial Management, LLC | $331.4K | 6,608 | 0.02% | 18q | HELD |
| Balentine LLC | $328.4K | 6,550 | 0.01% | 4q | HELD |
| Waverly Advisors, LLC | $312.6K | 6,234 | 0.00% | 3q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $307.4K | 6,131 | 0.12% | 8q | HELD |
| MTM Investment Management, LLC | $300.9K | 6,000 | 0.09% | 11q | HELD |
| Capital Asset Advisory Services LLC | $300.8K | 5,998 | 0.01% | new | NEW |
| LANARK FINANCIAL, INC. | $296.1K | 5,905 | 0.02% | 12q | HELD |
| Essex Financial Services, Inc. | $295.1K | 5,885 | 0.01% | 11q | HELD |
| Spectrum Asset Management, Inc. (NB/CA) | $293.1K | 5,845 | 0.08% | 8q | HELD |
| Inspire Advisors, LLC | $285.8K | 5,700 | 0.02% | 11q | HELD |
| Sound Income Strategies, LLC | $282.9K | 5,641 | 0.01% | 3q | HELD |
| Five Pine Wealth Management | $276.1K | 5,507 | 0.16% | 7q | -5.9%-$17.2K |
| Per Stirling Capital Management, LLC. | $267.8K | 5,340 | 0.03% | 8q | HELD |
| Prime Capital Investment Advisors, LLC | $258.6K | 5,157 | 0.00% | 2q | HELD |
| Cottage Street Advisors LLC | $257.7K | 5,139 | 0.10% | 4q | -19.2%-$61.1K |
| Legacy Capital Wealth Partners, LLC | $257.6K | 5,137 | 0.05% | 8q | HELD |
| AlphaStar Capital Management, LLC | $255.4K | 5,094 | 0.02% | 4q | HELD |
| United Advisor Group, LLC | $252.0K | 5,026 | 0.03% | 4q | -8.8%-$24.3K |
| AE Wealth Management LLC | $240.2K | 4,791 | 0.00% | 20q | +2.8%+$6.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | $240.0K | 4,786 | 0.00% | new | NEW |
| EP Wealth Advisors, LLC | $230.4K | 4,594 | 0.00% | new | NEW |
| Advyzon Investment Management, LLC | $228.3K | 4,553 | 0.02% | 7q | HELD |
| Sequent Planning LLC | $226.1K | 4,508 | 0.05% | 4q | -9.9%-$25.0K |
| Keystone Wealth Services, LLC | $208.6K | 4,159 | 0.04% | new | NEW |
| BARCLAYS PLC | $201.0K | 4,009 | 0.00% | 8q | +0.7%+$1.5K |
| Global Retirement Partners, LLC | $193.5K | 3,858 | 0.00% | 3q | HELD |
| Geneos Wealth Management Inc. | $110.3K | 2,200 | 0.00% | 4q | +100.0%+$55.2K |
| Oakmont Advisory Group, LLC | $88.3K | 1,762 | 0.07% | new | NEW |
| Allworth Financial LP | $83.1K | 1,658 | 0.00% | 6q | HELD |
| Triumph Capital Management | $75.2K | 1,500 | 0.01% | 3q | -42.2%-$54.9K |
| SIGNATUREFD, LLC | $57.4K | 1,145 | 0.00% | 5q | HELD |
| Ameritas Investment Partners, Inc. | $56.3K | 1,123 | 0.00% | 8q | HELD |
| CoreCap Advisors, LLC | $54.4K | 1,085 | 0.00% | 10q | -2.3%-$1.3K |
| Larson Financial Group LLC | $37.7K | 752 | 0.00% | 14q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $37.6K | 750 | 0.00% | new | NEW |
| Glen Eagle Advisors, LLC | $35.1K | 700 | 0.00% | 24q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $32.0K | 638 | 0.00% | 4q | -5.5%-$1.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-22 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 39.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 111 | $163.1M | 3,251,590 | 10 | 15 | 41 | 0.0% |
| Q1 2026 | 105 | $147.6M | 3,152,311 | 7 | 15 | 42 | 0.0% |
| Q4 2025 | 109 | $152.4M | 3,201,879 | 9 | 10 | 48 | 0.0% |
| Q3 2025 | 104 | $148.1M | 3,173,827 | 21 | 29 | 28 | 0.0% |
| Q2 2025 | 92 | $162.5M | 3,656,724 | 7 | 19 | 31 | 0.0% |
| Q1 2025 | 97 | $145.8M | 3,557,829 | 5 | 18 | 41 | 0.0% |
| Q4 2024 | 101 | $159.6M | 3,796,941 | 8 | 14 | 32 | 0.0% |
| Q3 2024 | 92 | $143.8M | 3,476,306 | 28 | 35 | 13 | 0.0% |
| Q2 2024 | 70 | $84.9M | 2,118,695 | 5 | 9 | 33 | 0.0% |
| Q1 2024 | 72 | $116.1M | 3,012,211 | 6 | 10 | 31 | 0.0% |
| Q4 2023 | 86 | $206.2M | 5,643,267 | 17 | 31 | 16 | 0.0% |
| Q3 2023 | 73 | $198.2M | 5,835,684 | 32 | 23 | 7 | 0.0% |
| Q2 2023 | 45 | $29.6M | 857,443 | 3 | 4 | 20 | 0.0% |
| Q1 2023 | 48 | $62.7M | 1,937,971 | 8 | 9 | 14 | 0.0% |
| Q4 2022 | 42 | $49.6M | 1,603,932 | 11 | 7 | 8 | 0.0% |
| Q3 2022 | 41 | $39.3M | 1,322,445 | 16 | 11 | 4 | 0.0% |
| Q2 2022 | 32 | $20.0M | 651,306 | 4 | 9 | 10 | 0.0% |
| Q1 2022 | 32 | $17.7M | 529,542 | 5 | 7 | 6 | 0.0% |
| Q4 2021 | 33 | $18.9M | 551,197 | 3 | 2 | 10 | 0.0% |
| Q3 2021 | 28 | $18.7M | 571,381 | 17 | 7 | 2 | 0.0% |
| Q2 2021 | 13 | $6.8M | 209,944 | 1 | 2 | 7 | 0.0% |
| Q1 2021 | 12 | $7.6M | 235,402 | 1 | 4 | 6 | 0.0% |
| Q4 2020 | 15 | $12.5M | 395,157 | 2 | 6 | 2 | 0.0% |
| Q3 2020 | 13 | $9.9M | 321,871 | 12 | 0 | 0 | 0.0% |